Holders — by stockHoldings — by fund
MIROVA
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001767843
$2.71B
disclosed book value
185
positions
6.7%
largest position share
Positions, as of 2026-06-30
top 100 of 185 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 905,162 | $181.1M | 6.7% |
| 2 | CDNSCADENCE DESIGN SYSTEM INC | 271,512 | $101.9M | 3.8% |
| 3 | MSFTMICROSOFT CORP | 263,154 | $98.2M | 3.6% |
| 4 | AVGOBROADCOM INC | 221,859 | $83.8M | 3.1% |
| 5 | GOOGLALPHABET INC | 215,705 | $77.1M | 2.8% |
| 6 | AMDADVANCED MICRO DEVICES INC | 124,492 | $72.3M | 2.7% |
| 7 | SNOWSNOWFLAKE INC | 247,227 | $62.9M | 2.3% |
| 8 | SNPSSYNOPSYS INC | 124,551 | $55.6M | 2.1% |
| 9 | KLACKLA CORP | 183,756 | $55.4M | 2% |
| 10 | CRWDCROWDSTRIKE HLDGS INC | 66,800 | $51.0M | 1.9% |
| 11 | MDBMONGODB INC | 128,865 | $43.3M | 1.6% |
| 12 | VRTVERTIV HOLDINGS CO | 126,001 | $42.2M | 1.6% |
| 13 | WMWASTE MGMT INC DEL | 184,679 | $41.2M | 1.5% |
| 14 | BSYBENTLEY SYS INC | 1.4M | $41.0M | 1.5% |
| 15 | PWRQUANTA SVCS INC | 55,398 | $39.9M | 1.5% |
| 16 | ECLECOLAB INC | 139,531 | $38.9M | 1.4% |
| 17 | ISRGINTUITIVE SURGICAL INC | 93,416 | $37.1M | 1.4% |
| 18 | VLTOVERALTO CORP | 418,199 | $37.1M | 1.4% |
| 19 | IEXIDEX CORP | 151,873 | $34.5M | 1.3% |
| 20 | DDOGDATADOG INC | 124,696 | $32.5M | 1.2% |
| 21 | NVTNVENT ELEC PLC | 190,204 | $32.3M | 1.2% |
| 22 | TMOTHERMO FISHER SCIENTIFIC INC | 63,957 | $32.1M | 1.2% |
| 23 | JBTMJBT MAREL CORPORATION | 208,212 | $30.2M | 1.1% |
| 24 | XYLXYLEM INC | 253,836 | $30.0M | 1.1% |
| 25 | PANWPALO ALTO NETWORKS INC | 86,461 | $29.5M | 1.1% |
| 26 | NOWSERVICENOW INC | 285,591 | $28.4M | 1% |
| 27 | CLHCLEAN HARBORS INC | 92,631 | $27.7M | 1% |
| 28 | WMSADVANCED DRAIN SYS INC DEL | 173,559 | $27.2M | 1% |
| 29 | VVISA INC | 78,691 | $27.0M | 1% |
| 30 | FLEXFLEX LTD | 155,716 | $25.2M | 0.9% |
| 31 | WCNWASTE CONNECTIONS INC | 141,587 | $23.6M | 0.9% |
| 32 | CLCOLGATE PALMOLIVE CO | 253,811 | $23.3M | 0.9% |
| 33 | DHRDANAHER CORP DEL | 118,203 | $22.5M | 0.8% |
| 34 | MANHMANHATTAN ASSOCIATES INC | 160,627 | $22.4M | 0.8% |
| 35 | PNRPENTAIR PLC | 280,319 | $21.5M | 0.8% |
| 36 | FROGJFROG LTD | 232,115 | $21.1M | 0.8% |
| 37 | VZVERIZON COMMUNICATIONS INC | 480,731 | $20.4M | 0.8% |
| 38 | TTEKTETRA TECH INC NEW | 669,611 | $19.3M | 0.7% |
| 39 | CNMCORE & MAIN INC | 399,233 | $19.3M | 0.7% |
| 40 | KEYSKEYSIGHT TECHNOLOGIES INC | 53,821 | $18.8M | 0.7% |
| 41 | MRKMERCK & CO INC | 144,550 | $18.6M | 0.7% |
| 42 | PTCPTC INC | 158,736 | $18.0M | 0.7% |
| 43 | ENSENERSYS | 75,268 | $17.6M | 0.6% |
| 44 | LINLINDE PLC | 33,473 | $17.4M | 0.6% |
| 45 | TRMBTRIMBLE INC | 337,734 | $17.3M | 0.6% |
| 46 | ABBVABBVIE INC | 68,391 | $17.2M | 0.6% |
| 47 | EMREMERSON ELEC CO | 118,071 | $16.9M | 0.6% |
| 48 | LFUSLITTELFUSE INC | 36,765 | $16.7M | 0.6% |
| 49 | MUMICRON TECHNOLOGY INC | 14,267 | $16.5M | 0.6% |
| 50 | DXCMDEXCOM INC | 243,519 | $16.4M | 0.6% |
| 51 | CVSCVS HEALTH CORP | 154,532 | $16.0M | 0.6% |
| 52 | AXPAMERICAN EXPRESS CO | 46,729 | $15.8M | 0.6% |
| 53 | WTRGESSENTIAL UTILS INC | 398,722 | $15.3M | 0.6% |
| 54 | HTOH2O AMERICA | 244,550 | $14.9M | 0.5% |
| 55 | ARGXARGENX SE | 15,891 | $14.7M | 0.5% |
| 56 | ROPROPER TECHNOLOGIES INC | 43,124 | $14.6M | 0.5% |
| 57 | FERGFERGUSON ENTERPRISES INC | 59,932 | $14.2M | 0.5% |
| 58 | BRKRBRUKER CORP | 230,148 | $13.9M | 0.5% |
| 59 | ZSZSCALER INC | 97,819 | $13.8M | 0.5% |
| 60 | EBAYEBAY INC. | 123,194 | $13.8M | 0.5% |
| 61 | APGAPI GROUP CORP | 324,405 | $13.7M | 0.5% |
| 62 | MSIMOTOROLA SOLUTIONS INC | 33,035 | $13.7M | 0.5% |
| 63 | SYKSTRYKER CORPORATION | 43,499 | $13.7M | 0.5% |
| 64 | AAGILENT TECHNOLOGIES INC | 101,789 | $13.5M | 0.5% |
| 65 | AXONAXON ENTERPRISE INC | 24,000 | $13.5M | 0.5% |
| 66 | ITRIITRON INC | 151,285 | $13.1M | 0.5% |
| 67 | TJXTJX COS INC NEW | 84,803 | $12.8M | 0.5% |
| 68 | MSAMSA SAFETY INC | 72,622 | $12.7M | 0.5% |
| 69 | NFLXNETFLIX INC. | 175,462 | $12.5M | 0.5% |
| 70 | APHAMPHENOL CORP | 68,421 | $12.1M | 0.4% |
| 71 | NDAQNASDAQ INC | 151,934 | $12.0M | 0.4% |
| 72 | AITAPPLIED INDL TECHNOLOGIES IN | 34,996 | $11.8M | 0.4% |
| 73 | CTASCINTAS CORP | 69,080 | $11.7M | 0.4% |
| 74 | APTVAPTIV PLC | 188,538 | $11.6M | 0.4% |
| 75 | AWKAMERICAN WTR WKS CO INC NEW | 84,853 | $11.2M | 0.4% |
| 76 | AOSSMITH A O CORP | 177,589 | $11.1M | 0.4% |
| 77 | WABWABTEC | 40,825 | $11.0M | 0.4% |
| 78 | EQIXEQUINIX INC | 10,262 | $10.7M | 0.4% |
| 79 | PLPLANET LABS PBC | 313,869 | $10.4M | 0.4% |
| 80 | OSISOSI SYSTEMS INC | 46,000 | $10.1M | 0.4% |
| 81 | DLRDIGITAL RLTY TR INC | 56,000 | $10.1M | 0.4% |
| 82 | COSTCOSTCO WHOLESALE CORPORATION | 10,598 | $9.9M | 0.4% |
| 83 | PGPROCTER & GAMBLE CO | 67,228 | $9.9M | 0.4% |
| 84 | ACMAECOM | 140,048 | $9.8M | 0.4% |
| 85 | SYMSYMBOTIC INC | 216,854 | $9.7M | 0.4% |
| 86 | IOTSAMSARA INC | 298,000 | $9.7M | 0.4% |
| 87 | MODMODINE MFG CO | 35,804 | $9.6M | 0.4% |
| 88 | ADSKAUTODESK INC | 46,305 | $9.0M | 0.3% |
| 89 | FSLRFIRST SOLAR INC | 38,054 | $9.0M | 0.3% |
| 90 | MSEXMIDDLESEX WTR CO | 159,067 | $8.9M | 0.3% |
| 91 | RBRKRUBRIK INC. | 110,000 | $8.8M | 0.3% |
| 92 | MAMASTERCARD INCORPORATED | 17,168 | $8.8M | 0.3% |
| 93 | TPRTAPESTRY INC | 58,026 | $8.5M | 0.3% |
| 94 | ZWSZURN ELKAY WATER SOLNS CORP | 165,567 | $8.4M | 0.3% |
| 95 | EWEDWARDS LIFESCIENCES CORP | 91,821 | $8.3M | 0.3% |
| 96 | TOSTTOAST INC | 295,993 | $8.2M | 0.3% |
| 97 | WYWEYERHAEUSER CO | 343,409 | $8.2M | 0.3% |
| 98 | GNRCGENERAC HLDGS INC | 28,000 | $8.2M | 0.3% |
| 99 | ROLROLLINS INC | 196,000 | $8.2M | 0.3% |
| 100 | CYRXCRYOPORT INC | 518,000 | $8.1M | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.